DIGITALBRIDGE CEO: POWER, NOT DATA CENTERS, IS AI BOTTLENECK

Ganzi advocated for a diversified approach to AI infrastructure investment during an appearance on "Bloomberg The Close" with Romaine Bostick. He pushed back against criticism of data centers, contending the industry's focus should shift to solving power supply challenges. The executive emphasized that AI development requires balanced investment across multiple areas—chips, software, and infrastructure—rather than concentrated spending on single sectors. Ganzi also warned against allowing politics to influence the AI buildout conversation. His comments reflect growing industry debate over infrastructure needs as AI demand accelerates. While chip shortages and supply chain issues have dominated headlines, power infrastructure and energy availability are increasingly cited as critical limitations for scaling data center operations globally.